Start with an event
Choose a new lead, an ownership change or a stage update as the trigger.
CONSISTENCY BEHIND THE SCENESA thoughtful process.
A thoughtful process.
On repeat.
Connect clear triggers to useful actions. Build reliable follow-up habits around your team without making AI a prerequisite for routine work.
Human-first. AI optional.
leadvera.Interactive exampleREPEAT THE GOOD HABITS
A workflow you can explain.
WHENA new lead is received
IF
THEN
Rules work without AI.
01
Create follow-up tasks from a new enquiry or stage change.
02
Separate rule-based automation from optional AI actions.
03
Inspect a run history and handle failures deliberately.
THE EVERYDAY CHALLENGEA good opportunity
A good opportunity
shouldn’t get lost.
The team knows the process, but repeated handoffs and reminders depend on someone remembering every small step.
A connected way forward.
Describe a trigger, a condition and an action. Test the proposed flow against a sample record before enabling production execution.
See it in the CRMHOW IT COMES TOGETHERA clear process.
A clear process.
A useful next step.
The workflow is visible, understandable and available to your team without AI.
Add a useful condition
Limit the rule by source, value, status or other approved record fields.
Take an accountable action
Create a task, request an owner review or queue a permitted notification. Production delivery follows consent and integration rules.
THE DETAILS THAT MAKE IT WORKGive the team clarity.
Give the team clarity.
Keep the controls close.
Visual flow editor
Read the trigger, condition and action in order.
Enable or pause
Turn a workflow off without disabling the CRM.
Sample testing
See the proposed result before modifying a live record.
Execution history
Design for completed, skipped, retried and failed runs.
Human-first is a working principle.
Explore AI optionality Manual entry, qualification, assignment and progression remain available. Optional AI can assist without controlling the core journey.
Do automations need AI?
No. Rule-based tasks, assignment and reminders work independently. AI is an optional action type rather than the workflow engine.
Do workflows run when nobody is signed in?
Yes. Automations run on the server: event triggers fire as records change, and time-based triggers are checked on a schedule. Every run is recorded so you can see what happened and why.
How should repeated events be handled?
The production design includes event identifiers, idempotency and retry rules so a repeated webhook does not create duplicate actions.
PUT THE PICTURE TOGETHER
Your next chapter starts with a clear view.
Explore the workspace, then shape it around the way your team sells.